DWM
WM icon

Drive Wealth Management’s Waste Management WM Stock Holding History

Drive Wealth Management’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$845K Sell
3,678
-156
-4% -$35.8K 0.18% 107
2025
Q4 		$842K Buy
3,834
+183
+5% +$39K 0.16% 108
2025
Q3 		$806K Sell
3,651
-68
-2% -$15.3K 0.17% 106
2025
Q2 		$851K Buy
3,719
+97
+3% +$22.5K 0.19% 104
2025
Q1 		$839K Buy
3,622
+1,654
+84% +$366K 0.2% 99
2024
Q4 		$397K Buy
1,968
+26
+1% +$5.58K 0.1% 164
2024
Q3 		$403K Sell
1,942
-60
-3% -$12.5K 0.11% 161
2024
Q2 		$427K Buy
2,002
+56
+3% +$11.6K 0.12% 153
2024
Q1 		$415K Buy
1,946
+40
+2% +$7.86K 0.12% 161
2023
Q4 		$341K Sell
1,906
-21
-1% -$3.52K 0.11% 175
2023
Q3 		$294K Buy
1,927
+240
+14% +$38.8K 0.11% 176
2023
Q2 		$293K Buy
1,687
+168
+11% +$27.8K 0.11% 180
2023
Q1 		$248K Buy
+1,519
New +$233K 0.1% 214

Other funds holding WM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return